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Equity Ideas

Global Large Cap: MEGATECH – 27th June 2022

Posted on Jun 27, 2022 in Current Accounts, Large Cap, Technology

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Strategy: Revisions and Expectations – 20th June 2022

Posted on Jun 20, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Global, Health Care, Industrials, Materials, Technology

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UK Real Time Economics – 17th June 2022

Posted on Jun 17, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Health Care, Industrials, Materials, Technology, Telecommunications, UK and Ireland

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Screening: UK and Europe – 14th June 2022

Posted on Jun 14, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Europe, Health Care, Industrials, Materials, Technology, Telecommunications

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Current Accounts – Global Estimates and Global Expectations – 27th May 2022

Posted on May 27, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Global, Global valuations, Health Care, Industrials, Materials, Technology, Telecommunications

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Current Accounts – UK Real Time Economics – 24th May 2022

Posted on May 24, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Health Care, Industrials, Materials, Technology, UK and Ireland

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Screening: UK and Europe – 11th May 2022

Posted on May 11, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Europe, Health Care, Industrials, Materials, Technology, Telecommunications

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Europe Ex-UK Midcap: IT Services – 10th May 2022

Posted on May 10, 2022 in Current Accounts, Europe ex UK, Internet, Software & Services

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Current Accounts: Global Megatech After The Results – 4th May 2022

Posted on May 4, 2022 in Current Accounts, Global, Technology

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Current Accouts 269: Global Estimates and Global Expectations – 25th April 2022

Posted on Apr 25, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Global, Health Care, Industrials, Materials, Technology

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Current Accounts: UK Real Time Economics – 22nd April 2022

Posted on Apr 22, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Health Care, Industrials, Materials, Technology, UK and Ireland

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Current Accounts – Life has Changed: Global Megatech

Posted on Apr 12, 2022 in Current Accounts, Global, Technology

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Screening: UK and Europe – 4th April 2022

Posted on Apr 4, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Europe, Health Care, Industrials, Materials, Technology, Telecommunications

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Current Accounts – Life has Changed: European Technology – 31st March 2022

Posted on Mar 31, 2022 in Computer Hardware, Current Accounts, Europe, Internet, Software & Services, Telco Equipment

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Current Accounts – UK Economy, Global Estimates and Global Expectations – 15th March 2022

Posted on Mar 15, 2022 in Consumer Non-Durables, Consumer Services, Current Accounts, Energy, Global, Health Care, Industrials, Materials, Technology

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Recent Equity Ideas

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  • LARGE CAP COVERAGE: EUROPE

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